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Kristan Ruth Bruhn

L & M Wealth Management And Retirement Solutions, LLC

Oklahoma City, OK

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Current Employers
L & M Wealth Management And Retirement Solutions, Llc

2601 Nw Expressway #110W, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-05-23
OK RA APPROVED 2016-08-31
  • KS RA
    APPROVED
    Since 2022-05-23
  • OK RA
    APPROVED
    Since 2016-08-31

Branch Locations

2601 Nw Expressway #110W, Oklahoma City, OK 73112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L&M Wealth Management Retirement Solutions, Llc Oklahoma City OK 12/2009 Present
  • 12/2009 → Present
    L&M Wealth Management Retirement Solutions, Llc
    Oklahoma City, OK
Other Businesses

1. INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; APPROXIMATELY 13 HOURS PER MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-31
S63 Uniform Securities Agent State Law Examination 2007-06-19
  • S65 Uniform Investment Adviser Law Examination
    2016-08-31
  • S63 Uniform Securities Agent State Law Examination
    2007-06-19
Other Names
  • Kristan Ruth Melton

View on SEC IAPD

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